2023 Form 5500 filing — Jack M. Englert, M.D., P.C. Employee Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240404093019NAL0016013009001) for Jack M. Englert, M.D., P.C. Employee Retirement Plan, reported by Jack M. Englert, M.D., P.C. under EIN 63-1273580 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,828,042
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240404093019NAL0016013009001
Plan sponsor
Jack M. Englert, M.D., P.C.
EIN
63-1273580
Plan number
002
Location
Huntsville, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$361.9K
Total expenses$35K
Benefits paid / distributions$14.2K
Contributions
Employer$15.8K
Participant$82.5K
Full reported line items
Total assets (EOY)
$2,828,042
Net assets (EOY)
$2,828,042
Employer contributions
$15,842
Participant contributions
$82,500
Total income / additions
$361,858
Benefits paid
$14,204
Administrative expenses
$20,747
Total expenses
$34,951
Net increase / (decrease)
$326,907

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240404093019NAL0016013009001 cover?
It is the 2023 Form 5500 filing for Jack M. Englert, M.D., P.C. Employee Retirement Plan, reported by Jack M. Englert, M.D., P.C. (EIN 63-1273580).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages